PDS & Bulk Mail

1. Backup PDS

2. Go to Grade Promotion (Processes > Member Processes > Grade Promotion

3. Begin Promotion with Grade: 3 Year Olds

4. End Promotion with Grade: 12th

5. Double check list

6. Next

7. Print the list and save for records in case error was made

8. Promote Members

Letter Date Style: “9 font centered”

Inside Address Style: “Default: Family Formal Name” or “Default: Member Formal Name”

DO NOT MAKE CHANGES: FORMATTED TO FIT WINDOW ENVELOPE

<Fam Mailing Name>

<Fam Address Block>

<Mem Name Format 1> (Mr. & Mrs. John Smith, Jr.)

<Fam Address Block>

*If you want to send a letter using bulk mail use "Default: Family Formal Name-Bulk Mail" or “Default: Member Formal Name-Bulk Mail”

Body of the Letter:

• Add all custom text somewhere in the body

• Change Margins: Select all text > “Format” menu > “Paragraph” option > Adjust Left & Right Indention

• First paragraph doesn’t follow intention rules (for some reason). So, add a paragraph at the start of the body and change font size to 4pt

• To insert a field from PDS click “Insert Field”

Closing Style:

• If closing is unique and one-time-use, add signature line to the letter body and choose “No Closing”

• Otherwise, edit the Closing Style using the same rules as editing the body

Margin Style: Smallest Margin (T, B, L, R) 0.167in

• Set to the smallest margins possible by the program so it doesn’t interfere with the other sections.

1. Have everyone close out of PDS

2. Run a PDS backup: The bulk mail process makes big changes to the program. You are prompted to do so on the next step

3. Check Addresses for Common Errors: This makes any necessary corrections to all the addresses in PDS. CLICK HERE for PDS Directions

4. Verify Bulk Mailing Address (CASS It! Certification): This verifies the address with the post office. CLICK HERE for PDS Directions

5. EZ-Mail: This sorts the mailing in the order it needs to be put into the trays or banded and put into sacks. It also prints the qualification report, tray/sack labels, and postage statement. CLICK HERE for PDS Directions
   Below are some notes needed for stepping through the wizard:

   1. 1. 1. • Step 1: Mailing Specifications

              1. 1. 1. Zip of Post Office: 27104 GREENSBORO NC

                    2. Mailer ID: 901157298

                    3. Move Update Method:

                       • Ancillary Service Endorsement (ACS) – If “Address Service Requested” IS printed on the mailing.

                       • None – If “Address Service Requested” is NOT printed on the mailing.

                    4. Permit Number: 168

                    5. ENTER DATE OF DELIVERY

                    6. Try to use Carrier Route Trays (Letters Only): No

                    7. Merge SCF into One Tray: No

                    8. Use 5-digit schemes: Yes

                    9. Type of Mail: Letters or Flats

                    10. Flats:

                    11. Weight: (Ex: Monthly Bulletin – 2oz)

                        • Max Pieces that fit in a sack: (Ex: Monthly Bulletin – 560)

                        • Max Pieces in a Bundle: (Ex: Monthly Bulletin – 25)

                    12. Letters

                        • Use EMM Trays: Disable (Toggle if sending letters larger than a #10 envelope)

                        • Weight of single piece:

                        • Num. of mail pieces that fit in 2in package:

                    13. Postage Payment Method: Permit Imprint (Permit printed on bulletin and envelopes)

                    14. Postage already on each piece: $0.00 (Our postage is not pre-paid)

                    15. Type of discount: None (We already have a non-profit discount)

            • Step 2: Build the EZ-Mail List – Choose the selection that needs to be put into EZ Order

            • Step 3: Print the Qualifications report

            • Step 4: Print the Tray/Sack Labels

            • Step 5: Print the Postage Statement

              1. 1. 1. Sequencing Date: Enter today’s date since you should have CASS certified your address before running through the wizard.

                    2. Permit Holder:

                       • Name:

                       • GREEK ORTHODOX CHURCH OF THE ANNUNCIATION

                       • Address: 435 KEATING DR

                       • City/State: WINSTON SALEM, NC

                       • Zip: 27104-3907

                       • Phone: (336) 765-7145

                       • CAPS Cust. Ref. ID: None

                       • USPS Nonprofit Auth No.: 107593

                       • Print the Postage Statement: (Just save this as a PDF. You will use this information when you are filling out USPS Form “6302 Postage Statement – USPS Marketing Mail”

            • Then, click Save/OK

6. Now you can run the report you want to send using Bulk Mail.

Some things to note:

6. 1. 1. On the selections tab, change the sort order to “EZ Sort”.

      2. If you are sending a letter, go to the “Letter Layout” step in the report setup and change the “Inside Address Style” to “Default: Family Name – Bulk Mail” if you are mailing a family or “Default: Member Name – Bulk Mail”. This will add the USPS barcode below the address block.

      3. Adding the USPS barcode to a bulk mailing adds an additional discount to each letter.

In Postal Wizard:

6. 1. 4. Sign in to the Business Customer Gateway

      5. Open the Postal Wizard

      6. Select USPS Form 3602 (You printed the paper copy of this form from PDS (Postage Statement – Nonprofit USPS Marketing Main: Form-3602-N))

      7. Step 1: Account Information:

         1. • “When do you plan to submit your mailing?” – Enter the date of the mailing

            • “Are you submitting this mailing for yourself or on behalf of another company?” – Myself

            • Select: “2449495”

            • “Are you submitting this mailing as Regular or Nonprofit?” – Nonprofit

            • Select: “107593”

            • “Are you bringing your mailing to WINSTON SALEM NC 27102-9998?” – Yes

      8. Step 2: Mailing Details (All of this information can be found on the qualifications report printed from PDS

         1. • Mailing Characteristics

              1. 1. 1. “Total Pieces”: See Postage Statement - “Total # of Pieces”

                    2. “Move Update Method”: See Postage Statement - “Move Update Method”

                    3. “Special Postage Statement System”: None

                    4. “Destination Entry”: No

                    5. “Full Service”: Check

            • Container Information:

              1. 1. 1. Postage Statement – “No. & Type of Containers”

            • Mail Piece Information:

              1. 1. 1. “Process Category”: See Postage Statement - “Processing Category”

                    2. “Piece Weight” (in ounces): See Postage Statement - “Weight of a single piece”

                    3. “Barcode Type”: Intelligent Mail Barcode (IMB)

                    4. “Barcode Info. Available”: Checked

                    5. “Windowed Letters or Flats”:

                       • If the mailing as a window: YES

                       • If the mailing does not have a window: NO

                    6. “Political Mailing, Official Election Mail, None”: Toggle None

            • Full Service/Barcode Information:

              1. 1. 1. “Mailer ID (MID)”: See Postage Statement – Permit Holder’s “CRID”

                    2. “Lowest Piece ID”: Toggle

                    3. “Lowest Piece ID”: See Qualification Report: “First Serial Number”

      9. Rates:

         1. • For Barcode Letters – Postage Statement – Part A Automated Letters

            • For Barcode Flats - Postage Statement – Part D Automated Flats

            • For Letters - Postage Statement – Part B Non-Automated Letters

            • For Flats - Postage Statement – Part E Non-Automated Flats